Checklists
Using the Checklist display

Once you create a Checklist, the system shows the Checklist work object display. Use this display to interact with the Checklist for the remainder of its life cycle. The Checklist display consists of the following components:

• Checklist header - The header provides you with quick relevant information about the Checklist (such as its status). The header also provides you with buttons to perform actions on the Checklist.
• Checklist Details panel - The details panel displays various details about the Checklist.
• Tasks panel - The tasks panel provides information about the Tasks in this Checklist. It also provides mechanisms for adding Tasks and performing actions on Tasks.
• Links panel - The links panel contains relevant links, such as help, history, etc.
• Pega Pulse panel - This panel enables collaboration via posts and attachments.

See the following sections for details on each of the above components.

Checklist header

The Checklist header displays at the top of the Checklist work object tab and contains the following information:

• Checklist name
• Work object ID of the Checklist
• Current status of the Checklist along with the status-specific icon

In addition, the Checklist header also contains the following buttons:

Button	Purpose
Save As	Create a new Checklist work object using this Checklist.
Other Actions	Provide a list of available actions that you can currently perform on the Checklist. The system updates this list with relevant actions as the Checklist progresses through its life cycle.
X	Close the Checklist display.

Checklist Details panel

This panel displays the following information about the Checklist:

Tasks panel

Use the Tasks panel to view the details on the Tasks in this Checklist. You can use this panel to perform actions on Tasks individually or as a group.

On a Checklist with no Tasks, use the Add Tasks link at the bottom of this panel to directly launch the Add Tasks Checklist action.

This panel displays the following information for each Task:

Column	Description
Task and Description	Displays the name of the Task, an icon representing the Task status, and the Task description. Click the Task name to open the Task display. This will replace the current Checklist work object display.
Owner	Displays the name of the Task owner.
Start Date	Displays the start date of the Task.
Due Date	Displays the date when the Task is due. This field displays in bold red for overdue Tasks.
% Complete	Displays the completion percentage of the Task.
Action	Provides the Actions menu containing appropriate actions for the task. This includes the following: Action Purpose Start Task Denote you've started working on this Task. Complete Mark this Task as complete. Withdraw Withdraw this Task.

Performing actions on multiple Tasks

Use the Actions for Selected Tasks menu (located in the top right corner of the Tasks panel) to perform actions on multiple Tasks. The system enables this menu when at least one Task is selected. To select a Task, enable the check box in the Task's row. To select all Tasks at once, enable the check box in the header row.

The following actions are available:

Action	Purpose
Start Task	Mark all selected Tasks as started.
Reopen	Reopen all selected Tasks that are complete.
Complete	Mark all selected Tasks as complete.
Update	Perform bulk updates on selected Tasks. The system displays the Update Checklist Tasks modal dialog with the following fields: Field Description Start Date Specify the start date to set on all selected Tasks. Use the Remove all start dates from selected tasks link to clear start dates from all selected Tasks. After clicking this link, use the Add start dates to selected tasks link to revert back to setting a common start date for all selected Tasks. Due Date Specify the due date to set on all selected Tasks. Use the Remove all due dates from selected tasks link to clear due dates from all selected Tasks. After clicking this link, use the Add due dates to selected tasks link to revert back to setting a common due date for all selected Tasks. Owner Specify the user to set as Task owner on all selected Tasks. Use the Remove all Owners from selected tasks link to clear owners from all selected Tasks. After clicking this link, use the Add Owners to selected tasks link to revert back to setting a common Owner for all selected Tasks. Estimated Effort, Actual Effort, Remaining Effort Enter values for the estimated, remaining, and actual effort (in hours) to set on all selected Tasks. Use the Remove all effort from selected tasks link to clear all three effort values from all selected Tasks. After clicking this link, use the Add effort for selected tasks link to revert back to setting common values for the three effort fields for all selected Tasks. The system displays the Tasks you've selected with pertinent information at the bottom of this dialog. After specifying the desired values, click Submit to perform the bulk update or click Cancel to return back to the Tasks panel without performing the update.
Withdraw	Withdraw all selected Tasks.

Links panel

The links panel contains various useful links, including the following:

Pega Pulse panel

See Using the Pega Pulse panel

About Checklists